J.E. Robert Company, Inc. (Mclean)

Name: J.E. Robert Company, Inc.
Address: 1650 Tysons Boulevard, Mclean, VA, 22102 4846
Telephone: 703-714-8000

J.E. Robert Company, Inc. is a large advisory firm based in Mclean. It manages $1.13 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Texas and Virginia.

J.E. Robert Company provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.E. Robert Company: assets under management

The assets under management (AUM) of J.E. Robert Company, Inc. is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.78 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.E. Robert Company, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J.E. Robert Company, Inc.

Deborah Lynn Harmon has been acting as President since 1 Jun 2000. Joseph Edgar Robert joined the executive team most recently as the Executive Chairman, Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Edgar Robert	Chairman and ceo, sole director and sole shareholder	1 May 1981	75% - 100%	5062551
Daniel Thomas Ward	Chief legal officer and chief compliance officer	1 Sep 1996	Other	1619348
Deborah Lynn Harmon	President	1 Jun 2000	Other	5062552
Taesik Yoon	Chief financial officer	1 Feb 2005	Other	1994263
Michael E Pralle	President/chief operating officer	1 Oct 2007	Other	5397263
Kristina Lynn Kneip	Chief compliance officer	1 May 2008	Other	1938474
Kristina Lynn Staples	Chief compliance officer	1 May 2008	Other	1938474
Barden Noel Gale	Chief executive officer	1 Jul 2009	Other	1790221
John Michael Mcgillis	Chief financial officer	1 Nov 2009	Other	5733193
Joseph Edgar Robert	Executive chairman, managing member	1 Jun 2010	50% - 75%	5062551

Based in Mclean

The principal office where J.E. Robert Company, Inc. performs its advisory services is located at 1650 Tysons Boulevard, Mclean, VA 22102 4846, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-714-8000 or by fax 703-714-8100. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.jer.com.